RRRSX Mutual Fund

RRRSX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
-5.85%
3 Months
-7.19%
6 Months
+1.63%
YTD
+5.61%
1 Year
+3.48%
3 Years (annualized)
+8.44%
5 Years (annualized)
+0.73%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+4.73%
vs Peers
+0.88%

RRRSX Mutual Fund Performance

RRRSX performance across multiple time periods: 1-month -5.85%, YTD 5.61%, 1-year 3.48%, 3-year 8.44%, 5-year 0.73%, 10-year 4.61%.

RRRSX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

RRRSX vs another fund shows side-by-side returns. RRRSX alternatives are available in the Mutual Fund Screener.